From Spreadsheets to Synergy: How Neuberger Berman Connected the Business with AI and Automation

Presenters:
Robert LeBaron - Head of the Workflow Center of Excellence, Neuberger Berman

Description:
Neuberger Berman’s Workflow Center of Excellence is setting the standard for intelligent operations. In this session, hear how they integrated 100+ systems and digitized critical processes across private equity and debt. From fund onboarding to deal closing, their AI-driven automation strategy now supports $50B in investments and $45B in investor transactions—turning complexity into a competitive edge.